C&I Lending Mandatory 2 Part Series 1/11/16 & 1/25/16
C&I lending has been a bright spot for banks in recent years and continues to drive loan growth.
This webinar provides an overview of C&I loan products, the underwriting process, financial statement analysis, documentation and marketing prospects.
This webinar begins with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities and equipment financing (loans/leases) and their typical structure.
The session will also cover underwriting C&I loans including accounts receivable assessment and the use of a “Borrowing Base Certificate,” the valuation and quality of inventory and equipment issues in lending. This portion of the webinar will also cover the proper evaluation of the borrower’s financial statements.
Additionally, the webinar will cover documentation of C&I loans, collateral concerns, challenges with pricing and managing the C&I loan portfolio. The webinar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market.
- Review C&I lending
- Discuss C&I loan products and their typical structure
- Explore underwriting C&I loans including accounts receivable, inventory and equipment financing
- Evaluate the borrower’s financial statements
- Review the documentation, collateral, pricing and managing of C&I loans
- Develop the marketing of C&I loans in today’s market
Commercial lenders, credit analysts, loan documentation specialists, branch managers, assistant branch managers and business development officers.
David L. Osburn , CPA, CCRA, NACM, is the founder of Osburn & Associates, LLC, a Business Training and Contract CFO Firm that provides seminars, webinars, and keynote speeches for bankers, CPAs, attorneys, credit managers and business owners on topics such as banking/finance/credit, negotiation skills, marketing and management issues. Mr. Osburn’s clients include medical practitioners, financial institutions, law firms, CPA firms, architects, real estate developers and contractors. His extensive professional background includes 16 years as a Business Trainer/ Contract CFO and more than 30 years as a college professor.
Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session
Member price: $525.00 | Non member price $1050.00
Member price: $565.00 | Non member price $1130.00
Online: Visit the CBA Webinar Catalog
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1516 Xavier St., Ste 500, Denver, CO 80204
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